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Executive Director of Wealth Management

1 week ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time

The Recruitment Council is searching for an accomplished financial leader to oversee our wealth and financial planning team. As Head of Wealth and Financial Planning, you will be responsible for managing client relationships, leading a team of advisors, and driving business growth.

Main Job Duties:

  1. To manage a diverse portfolio of personal and juristic transactional banking clients
  2. To identify and structure lending opportunities that meet clients' needs
  3. To develop and implement customized wealth management strategies locally and offshore
  4. To create tailored cash investment plans
  5. To design and deliver comprehensive insurance solutions
  6. To facilitate smooth foreign currency transactions
  7. To provide expert fiduciary and estate planning services domestically and offshore
  8. To secure attractive commercial property finance arrangements
  9. To offer bespoke share-based lending solutions
  10. To craft personalized share portfolios
  11. To negotiate favorable asset-based finance agreements

Key Requirements:

  1. Proven leadership and budget management skills
  2. Ability to balance growth and protection through deal maintenance and origination
  3. Effective mentoring and coaching abilities
  4. Strong recruitment and support skills to enhance company culture
  5. Excellent client relationship management skills
  6. Collaborative mindset and ability to work with internal teams
  7. Drive to achieve sales targets and improve products
  8. Strategic relationship development skills
  9. Business development expertise in conjunction with private equity ventures
  10. Relevant certifications and accreditations